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Technology Stocks : DoubleClick Inc (DCLK) -- Ignore unavailable to you. Want to Upgrade?


To: Francis Gaskins who wrote (82)3/8/1998 12:56:00 PM
From: Teknvstr  Read Replies (1) | Respond to of 2902
 
<<How about the phrase "for every buyer there's a seller"?
In other words, it's ok to have different opinions, that's what makes the world go around. >>

You are absolutely correct, and I respect your right to your opinion. In fact you are an excellent analyst, as your websight would more than adequately bear out. The only thing that DOES bother me about DCLK is the large amount of biz from Alta-Vista, particularly in light of new ownership by Compaq now. But....I got interested in this stock based on extremely satisfied customers relaying their stories about the effectiveness of the (Double-Click)model for lead-generation. The specificity of the targeting of adds, and the reciprocity in the demographics they're able to return to their customers based on interest generated, is just unprecedented in the world of advertising. Television, as high impact as it has been all these years, could never give the wealth of info or hit the required "target audience" with the precision of this model. It's very simple...you are telling the customer, "You have nothing to lose but EXPENSES and COSTS in your distribution model. The market is in it's infancy, it's ultimately....huge...and DCLK is the clear leader (in my view). So I invest in a REASONABLE position, for the long term. I'm guessing that this company blows estimates away, and does 100 million in rev's in '98, which makes it Cheap with a capital C. Every year there are 3 or 4 IPO's that have longer-term legs. I'm picking DCLK as one of those this year....regards to you....Tek